To check all transaction categories in Splynx navigate to Config → Finance → Transaction categories
.
The transaction categories such as Service, Discount, Payment, Refund and Correction are set by default in Splynx.
You can add a new transaction category manually by clicking the Add
button at the top right corner of the page.
We manually added a category 6, and it can be removed only if this category is not used within Splynx: in transactions, tariffs, or CAP plans.
The default categories cannot be deleted, you can only change their names.
When using an accounting system within Splynx, there may be a need to create transaction categories based on tariffs and assign these categories to their respective tariffs.
To create these categories, click the Load categories from tariffs and auto-assign
:
All categories previously assigned to the tariffs will be updated.
After this, new transaction categories will appear, each corresponding to a specific tariff:
Now, a transaction category will be assigned to the tariff with the same name. However, please ensure that the option is enabled under the Transaction categories configuration for tariff plans.
The global mapping settings between services (internet, voice, recurring, bundle or one-time), inventory, invoice and credit note categories can be configured here.
Example
If we choose other_test
value instead of default Service
one for Internet service and charge the customer, their new transaction will be categorized as other_test
category:
The mapping configuration for tariff plans can be enabled here. If these items are enabled, the additional field Transaction category
will be activated in each tariff configuration window. By default, the Default for service type
value is used there, in this case the global settings will be followed.
But if you choose any other transaction category in tariff configuration window, the global settings for this particular tariff plan will be ignored and the chosen category will be used instead.
To track the amount of money for each transaction category, navigate to Administration → Reports → Transaction categories
.
For more information, see Transaction Categories Report